WEALTHTECH INSIDER: How Big RIAs Are Using Technology To Scale Smart
Technology can help wealth management businesses discover operational efficiency, allowing staff to spend less time on day-to-day, repetitive tasks and more time on value-additive client-facing activities.
TheALTinvestor: Why Crowdfunding Is Having Its Moment
Crowdfunding has doubled in the US - growth Matt Belcher of Cal-Tier believes is driven by regulatory clarity. expanding opportunities and better technology
WEALTHTECH INSIDER: Bucketing Client Goals to Help Them Protect, Live, and Dream
Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.
WEALTHTECH INSIDER Four Ways to Upgrade Your Client Experience
To create the kind of wealth management experience your clients expect, you need a well-thought-out strategy that includes four critical components
WEALTHTECH INSIDER: Building Toward Client And Business Goals, One Day At A Time
Winning the day means knowing what is controllable, working to control those things, and leaving the rest alone. It’s a mindset that can benefit you and your clients through good times and bad.
Fintech Corner: Why Financial & Tech Companies Need To Think About Mental Health
After the tumult of the past few months, maybe we all need a mental health break, or at least to focus some time and energy on our wellbeing. For many years, the topic of mental health has been little addressed.
WEALTHTECH INSIDER: Six Tips From Small Businesses For New RIAs
Newly-established RIAs are exciting. Independent advisors can pick the tools they want, build their own culture, and hone in on the clients that will help them grow.
WEALTHTECH INSIDER: Building Trust – 3 Ways to Influence Clients to Take Your Financial...
The role of an advisor has shifted in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has quickly become commoditized in our industry.
Fintech Corner: Understanding Next Gen Clients and Seizing the Intergenerational Wealth Transfer Opportunity
The wealth transfer is an existential issue for wealth managers. According to Cerulli, 45 million households will transfer more than $70 trillion over the next two decades.
WEALTHTECH INSIDER Applying Your Financial Planning Skills and Tech for Pro Bono Work
The impact of disrupted lives and lost income from COVID-19 will be with us for years to come, and the people who need the most help are often in no position to hire an advisor.